PFW
XLRE icon

Petros Family Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Petros Family Wealth’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
5,974
+171
+3% +$7.52K 0.16% 116
2026
Q1 		$237K Buy
5,803
+319
+6% +$13.4K 0.17% 117
2025
Q4 		$221K Buy
+5,484
New +$226K 0.15% 131

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Petros Family Wealth's XLRE Position: Q2 2026 in Review

Petros Family Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.9% in Q2 2026, buying an estimated $7.52K and bringing the position to 5,974 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #116.

Petros Family Wealth first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Petros Family Wealth held 5,974 shares of State Street Real Estate Select Sector SPDR ETF worth $263K as of Q2 2026.
  • Petros Family Wealth bought 171 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $7.52K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.16% of Petros Family Wealth's portfolio in Q2 2026, its #116 holding.
  • Petros Family Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.